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Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
151	AAM Aureus Asset Management Boston, Massachusetts	$11.5M	+$859K	2	2.57%	Increased
152	AGF Investments Inc Toronto, Ontario, Canada	$11.5M	+$2.62M	3	0.14%	Increased
153	Public Employees Retirement Association of Colorado Denver, Colorado	$11.2M	+$2.16M	6	0.09%	Increased
154	Jacobs Levy Equity Management Florham Park, New Jersey	$10.9M	+$5.41M	2	0.22%	Increased
155	Primecap Management Pasadena, California	$10.8M	-$36.8K	1	0.01%	Reduced
156	Polar Asset Management Partners Toronto, Ontario, Canada	$10.8M	+$3.11M	1	0.56%	Increased
157	Bank of Montreal Toronto, Ontario, Canada	$10.7M	+$3.98M	9	0.01%	Increased
158	Great Lakes Advisors Chicago, Illinois	$10.7M	-$2.67M	2	0.32%	Reduced
159	AIG American International Group New York	$10.5M	-$147K	9	0.04%	Reduced
160	Aperio Group Sausalito, California	$10.2M	+$2.37M	4	0.09%	Increased
161	SFM Systematic Financial Management Teaneck, New Jersey	$9.71M	-$112M	3	0.11%	Reduced
162	Retirement Systems of Alabama Montgomery, Alabama	$9.68M	+$6.36K	1	0.06%	Increased
163	Granahan Investment Management Waltham, Massachusetts	$9.67M	-$3.6M	2	0.33%	Reduced
164	Prudential Financial Newark, New Jersey	$9.54M	+$1.02M	5	0.02%	Increased
165	Thrivent Financial for Lutherans Minneapolis, Minnesota	$9.23M	+$1.68M	4	0.04%	Increased
166	GPCM Greenbrier Partners Capital Management Dallas, Texas	$9.06M	$0	1	2.18%	Maintained
167	Oberweis Asset Management Lisle, Illinois	$8.97M	+$1.49M	1	2.52%	Increased
168	Comerica Bank Dallas, Texas	$8.91M	+$1.27M	5	0.09%	Increased
169	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$8.89M	+$198K	9	0.01%	Increased
170	NAM Nichols Asset Management Sudbury, Massachusetts	$8.68M	+$2.15M	1	1.89%	Increased
171	PP Patten & Patten Chattanooga, Tennessee	$8.53M	-$732K	1	1.18%	Reduced
172	FRM Foundation Resource Management Little Rock, Arkansas	$8.42M	-$181K	1	1.82%	Reduced
173	Fidelity International Hamilton, Bermuda	$8.36M	-$3.7M	1	0.03%	Reduced
174	Citigroup New York	$8.34M	-$1.02M	9	0.01%	Reduced
175	BA Boston Advisors Boston, Massachusetts	$8.28M	-$3M	1	0.19%	Reduced